Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
31.99%
15.14%
-2.35%
14.53%
13.37%
-11.84%
26.32%
0.17%
29.80%
-8.26%
-1.91%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.35%
37.57%
15.16%
-6.21%
21.55%
12.78%
-19.55%
20.16%
-6.17%
34.86%
-9.10%
-3.12%
35.86%
9.66%
-2.79%
15.13%
13.10%
-11.88%
30.22%
3.76%
30.13%
-9.20%
-1.51%
--
--
1.64%
15.53%
9.43%
-8.36%
24.67%
4.09%
25.75%
-6.71%
-1.05%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.75%
27.20%
1.55%
37.07%
-10.32%
-0.13%
As of March 29, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-5.58%
-2.41%
7.49%
-11.37%
19.82%
5.81%
8.35%
8.88%
10.06%
11.22%
1.60%
5.09%
11.61%
-11.53%
18.48%
10.74%
12.02%
9.95%
10.16%
9.84%
-9.19%
-3.50%
8.00%
-15.95%
25.36%
2.21%
6.55%
7.38%
8.65%
8.15%
-5.46%
-1.99%
9.42%
-10.27%
20.72%
7.19%
8.75%
8.63%
9.62%
8.23%
-4.51%
-1.52%
7.33%
-10.59%
21.60%
7.01%
--
--
--
7.76%
-5.20%
-0.55%
7.77%
-12.13%
22.74%
7.18%
9.36%
7.89%
9.65%
9.69%
As of March 29, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
As of February 28, 2023